Donor Advisor definition

Donor Advisor means, collectively, the Primary Advisor and any Joint Advisor designated under the Account Opening Form to enjoy the donor advisory privileges with respect to the Fund.
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Donor Advisor. 2: Joint Advisor optional Full name Nickname (if any) Mailing Address City State Zipcode Preferred Phone Email Relationship to Donor Advisor 1 SUCCESSION PLAN You may request that portions of the fund be administered in any or all of the following ways upon the death or incapacity of the fund’s last surviving Donor Advisor. Please ensure the total equals 100%. Transfer the fund’s assets to the Community Foundation Utah's Endowment to help meet Utah's greatest needs Transfer advisory privileges of this fund to successor advisor(s) as listed later in this agreement % of Fund Value % of Fund Value
Sample 1
Donor Advisor. 2: Joint Advisor optional Full name Nickname (if any) Mailing Address City State Zipcode Preferred Phone Email Relationship to Donor Advisor 1 SUCCESSION PLAN You may request that portions of the fund be administered in any or all of the following ways upon the death or incapacity of the fund’s last surviving Donor Advisor. Please ensure the total equals 100%. % Transfer the fund’s assets to the Community Foundation of Fund Value Utah's Endowment to help meet Utah's greatest needs % Transfer advisory privileges of this fund to successor of Fund Value advisor(s) as listed later in this agreement Successor Advisors Donors may designate individuals as successor advisor(s), who have privileges to make recommendations appropriate for the fund. A donor advisor may change this designation at any time.
Sample 1

Examples of Donor Advisor in a sentence

  • This fee may be changed from time to time with 60 days advance notice to the Donor Advisor.

  • In the event that any term or provision is held to be valid or unenforceable, or in the event that any term or provision shall be found to be inconsistent with any policy of the Community Foundation, the Donor, Advisor, and the Community Foundation shall promptly meet to negotiate substitute terms and provisions for those found to be invalid, unenforceable, or inconsistent.

  • Each currently serving Donor Advisor has full investment recommendation privileges over the fund.

  • DONOR ADVISOR ORGANIZATION Authorized Officer Signature Printed Name Title Date Additional signatures only necessary if required by Donor Advisor Organization’s Bylaws Authorized Officer Signature Printed Name Title Date Authorized Officer Signature Printed Name Title Date FOR XXXX COMMUNITY FOUNDATION, INC.

  • Each currently serving Donor Advisor has full grant recommendation privileges over the fund.

  • SECTION SIX: Fund Succession Plan You may request that portions of your fund be administered in any or all of the following ways upon the death, incapacity or resignation of the fund’s last acting Donor Advisor by selecting one or more of the following succession options.

  • The remaining Donor Advisor may not change the most recent Fund Succession Plan executed by both original Donors.

  • While both Donor Advisors are serving, (please select one of the two options below) The Fund Succession Plan may be changed by either Donor Advisor.

  • For donor advised funds, the Donor Advisor may recommend distributions to qualified charitable organizations for qualified charitable uses; the recommendation shall be submitted in writing to the Community Foundation.

  • Following the death, incapacity or resignation of an original Donor Advisor, (please select one of the two options below) The remaining Donor Advisor may change the most recent Fund Succession Plan executed by both original Donors.

Related to Donor Advisor

  • Sub-Advisor shall include the Sub-Advisor and/or any of its affiliates and the directors, officers and employees of the Sub-Advisor and/or any of its affiliates.

  • Sub-Adviser means an adviser to

  • Consultant means any person, including an advisor, engaged by the Company or a Parent or Subsidiary to render services to such entity.

  • Sub-consultant means an entity to whom the Consultant intends to subcontract any part of the Services while the Consultant remains responsible to the Procuring Entity during the whole performance of the Contract.

  • Advisor or “ADVISORS” means the Person or Persons, if any, appointed, employed or contracted with by the Company pursuant to Section 8.1 hereof and responsible for directing or performing the day-to-day business affairs of the Company, including any Person to whom the Advisor subcontracts all or substantially all of such functions.

  • Subconsultant means any person or entity to whom/which the Consultant subcontracts any part of the Services in accordance with the provisions of GCC Clause 50.

  • Independent Consultant means the independent individual, firm, or organization with which the SBA contracts to prepare the Premium Formula and any other actuarial services for the FHCF, as determined under the contract with the Consultant.

  • Expert Advisor means a mechanical online trading system designed to automate trading activities on an electronic trading platform such as the Company’s Trading Platform. It can be programmed to alert the Client of a trading opportunity and can also trade his Trading Account automatically managing all aspects of trading operations from sending orders directly to the Trading Platform to automatically adjusting stop loss, Trailing Stops and take profit levels.

  • Affiliated Entity means any entity controlling, controlled by, or under common control with an Insured.

  • Investment Consultant means any individual or organization employed to provide advisory services, including advice on investment objectives and/or asset allocation, manager search, and performance monitoring.

  • Independent Advisor means an independent, nationally recognized accounting firm approved by the Parties, where such approval shall not be unreasonably withheld by either Party.

  • associated consultant means, for an issuer, a consultant of the issuer or of a related entity of the issuer if

  • Student media advisor means an individual who is employed, appointed, or designated by the District to supervise or provide instruction with respect to student media.

  • Resident Personnel means such persons who at the time of being so hired had their domicile inside India;

  • Management Company Employee means an individual employed by a Person providing management services to the Company which are required for the ongoing successful operation of the business enterprise of the Company, but excluding a Person engaged in Investor Relations Activities;

  • Education service provider means an education management organization, school

  • Designated Entity shall have the same meaning provided in the Operating Agreement. Direct Assignment Facilities:

  • portfolio adviser means a person or company that provides investment advice or portfolio management services under a contract with the investment fund or with the manager of the investment fund;

  • Consulting physician means a physician who is qualified by specialty or experience to make a professional diagnosis and prognosis regarding the patient's disease.

  • Consultant Company means for an individual consultant, a company or partnership of which the individual is an employee, shareholder or partner;

  • Related Entity as used in this Invention and Patent Rights Article means a contractor, subcontractor, grantee, or other entity having a legal relationship with NASA or Partner assigned, tasked, or contracted with to perform activities under this Agreement.

  • Consulting means the application of scientific principles and procedures in counseling and human development to provide assistance in understanding and solving current or potential problems that the client may have in relation to a third party, individuals, groups, and organizations.

  • Service Provider means an Employee, Director or Consultant.

  • Information Service Provider A provider of Information Service. Information Service Provider includes, but is not limited to, Internet Service Providers (ISPs).

  • Service Provider Personnel means and refers to Service Provider employees or subcontractors hired and maintained to perform Services hereunder.